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Document Date: 2015-01-21 10:09:46


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City

AUSTIN / New York City / New York / Newport Beach / Battle Ground / SANTA CRUZ / /

Company

Research Affiliates / GOLD SPONSOR Research Affiliates LLC / DORSEY WRIGHT AND ASSOCIATES / AMEX / FRA LLC / T. Rowe Price / Financial Research Associates / INVESCO / Research PARAMETRIC Speaker TBD / /

Country

United States / /

Currency

USD / /

/

Facility

John F. Kennedy International Airport / InterContinental Times Square / Grand Central Station / Hotel Sofitel New York / Millennium Broadway Hotel / New York City The Club / LaGuardia Airport / Westin Times Square / Empire State Building / /

IndustryTerm

passive products / smart beta products / Web Mail / /

MarketIndex

RUSSELL 10 / Russell / /

Organization

FINRA / Investments SILICON VALLEY COMMUNITY FOUNDATION / Princeton Club of New York / SILICON VALLEY COMMNITY FOUNDATION / PRINCETON CLUB NEW YORK / Austin Deferred Compensation Committee / /

Person

Tim Atkinson / Amitabh Dugar Tim Atkinson / John T. Grier / Paul Bouchey / Eric Shirbini / Elaine Orr / Kevin Yousif / Will McGough / William D. Lee / Anthony Davidow / Cleo Chang / John Lewis / Tom Goodwin / Martin Raab / RUSSELL INDEXES / Rick Ferri / Jason Hsu / Michael Viteri / Kathleen Moriarty / Rob Arnott / John Feyerer / Amitabh Dugar / Paul R.T. Johnson / Goekhan Kula / Whitney Betts / /

/

Position

Quantitative Investment Researcher INDEPENDENT RESEARCHER / Chief Investment Officer / Chair CITY / Conference Director FINANCIAL RESEARCH ASSOCIATES / Vice President / Chief Investment Officer / Passive LS INVESTMENT ADVISORS / conference coordinator / Global Product Specialist / Director Research / Trustee / Co-Founder and Vice Chairman / Financial Advisors / designer / Managing Director / Vice President / ETF Product Management INVESCO POWERSHARES DAY ONE / Senior Investment Officer / Public Equity OREGON STATE TREASURY / local travel agent / Senior Director / Senior Portfolio Manager / advisors / Manager STADION / Vice Chairperson CITY / LS INVESTMENT ADVISORS / Chief Investment Officer and Managing Director / Director / Director / Research and Consulting MARKET STRATEGIES INTERNATIONAL / Director / Internal Equity Management / Vice President and Portfolio Manager / Director WILSHIRE / Chair / Strategist / /

Product

IS / Smart Beta / Beta / /

ProgrammingLanguage

BETA / L / R / Cedar / /

ProvinceOrState

Virginia / New York / Washington / Midtown Manhattan / California / Illinois / Oregon / /

URL

www.frallc / www.frallc.com / /

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